About:
As of October 6, 2020 the College has a 5 user concurrent user license for this program. As such, anyone with a knox.edu email address may install this Google Add-on.
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- Install this Google spreadsheet add-on: Mail Merge with Attachments NEW LINK: Updated Link to App
- Use this license key:GA01YS2110071AK4R8HYYCV1DGWT
- Open the Google Sheet you've been using for the Merge
- Click Add-ons
- Click Mail Merge with Attachments
- Click Activate License
- Copy and paste the license key into the box.
- Click Activate License.
- Watch this training videonow or after it pops up during the Google Add-On install process.
Completing a Mail Merge
- Open Google Sheets to a new blank sheet.
- Rename the sheet to a meaningful filename.
- Click Add-Ons
- click Mail Merge with Attachments
- Click Create Merge Template
- Modify the the spreadsheet add columns which will equal a field on a merged email. In this example, I've added interview date as column G
- DO NOT REMOVE ANY OF THE EXISTING COLUMNS
- Add a new columns(s) as needed.
- Be sure to note or remember this column(s) name as you will need it in the prep for the merged email.
- Populate the spreadsheet.
- By importing data from another spreadsheet which has the same column names as the merge spreadsheet
- Copy and pasting data from columns of other spreadsheets
- Manually entering data.
- Open GMail and create your merge email template in GMail using the Canned Responses.
- DO NOT enter in recipient email address while creating the message template.
- Add merge fields (spreadsheet column names) as you construct the message.
- You may add the merge fields to the subject line and to the body of the message.
- Add merge fields to the message template using the following format: {{merge field name}}.
- The merge field name is the name of the column in the spreadsheet.
- Be sure to add leading and trailing spaces as needed.
- You may either
- Create a new draft message
- or - - Create a new Canned Response (highly recommended as you may used the canned response again and again.)
- Create a new draft message
- Perform the Mail Merge
- Click Add-ons
- Click Mail Merge with Attachments
- Click Configure Mail Merge
- Complete the configuration screen using the appropriate information and email addresses.
- Click Continue.
- From the drop down list click on "Use an existing Gmail draft message as a template". This list will offer saved canned responses as template.
- From the drop down list that appears, click on the template you prefer.
- Click Run Mail Merge or Send a Test message.
- As the merge progresses, you will see a box appear which shows the current spreadsheet row being merged.
- The Mail Merge is complete message will appear. You may now exit the program.